CFC
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Coyle Financial Counsel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coyle Financial Counsel’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,955
Closed -$212K – 56
2019
Q4 		$212K Buy
3,955
+16
+0.4% +$858 0.2% 53
2019
Q3 		$211K Hold
3,939
– – 0.21% 55
2019
Q2 		$211K Hold
3,939
– – 0.19% 56
2019
Q1 		$208K Buy
+3,939
New +$206K 0.2% 40
2018
Q3 		– Sell
-2,994
Closed -$155K – 166
2018
Q2 		$155K Sell
2,994
-910
-23% -$47.2K 0.15% 52
2018
Q1 		$203K Sell
3,904
-17,270
-82% -$899K 0.21% 37
2017
Q4 		$1.11M Buy
+21,174
New +$1.11M 1.27% 25

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return